Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Donald Wennerstrom who wrote (43736)	3/16/2009 4:34:50 PM
From: Jacob Snyder	1 Recommendation Read Replies (1) of 95626

re LRCX and WFR, EPS vs. stock changes: The stock prices anticipated the earning estimates, by about 2 1/2 months. That is, the stocks stopped going down, 2 1/2 months before the earnings estimates stopped going down. The rise in stock prices since 11/08, is due to the decrease in uncertainty, as investors gradually acquire confidence forward earnings estimates are done plunging. By the time the earnings estimates establish an upward trend, we can expect the stocks to be 50-100% above their lows.

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